Instead of sending long emails with links and attachments, Customer Success will create and send a Journey which contains all relevant content once they receive the hand off from sales. This one link becomes the central hub for all content being shared throughout the lifecycle of a customer from onboarding, training, planning, QBRs, and renewals.
You can start from one of our templates or create from scratch - either way, you can duplicate these to easily create Journeys for new customers in a few clicks.